Taking Payment and emailing or printing a receipt

Click on the ‘People’ section, search for their name and open their page. Payment can be made from the ‘People’ page or the ‘Billing’ Page.

  1.        Click on ‘Make Payment’
  2.        Tick the invoices that need to be paid
  3.        Select the payment method. If the customer is paying by cash you can enter the dollar amount given under ‘Amount.'
  4.        Select ‘Confirm’
  5.        If there is an email address on the account, it will be displayed here so you can confirm it is correct.
  6.        To send a receipt, click ‘Send Payment Receipt’. You can view the change to be given to the customer at the bottom of this receipt.